See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $577,908 | $97,757+491.2% | $83,848+589.2% | $135,375+326.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 13.79% | 1287.37%-1273.6pp | 850.88%-837.1pp | 519.73%-505.9pp |
| Employer contribution / active EE | $18,598 | $4,222+340.6% | $3,631+412.2% | $4,779+289.2% |
| Participant deferral / active EE | $11,319 | $4,682+141.7% | $4,082+177.3% | $5,609+101.8% |
| Admin fee / account holder | $5,464 | $6,674-18.1% | $5,478-0.3% | $10,827-49.5% |